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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,375 | $78,682-86.8% | $109,188-90.5% | $85,851-87.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.06% | 25.09%-14.0pp | 25.76%-14.7pp | 318.63%-307.6pp |
| Employer contribution / active EE | $3,171 | $2,734+16.0% | $3,723-14.8% | $2,565+23.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,704 | $5,470-68.8% | $6,755-74.8% | $6,261-72.8% |